Kantata Professional Services Automation (formerly Mavenlink+ Kimble) Reviews & Product Details

As an accountant at Jitasa, I rely heavily on tools that offer clarity, precision, and integration across various functions—and Kantata PSA (formerly Mavenlink + Kimble) delivers on all fronts. Since incorporating Kantata into our daily workflow, I’ve seen a marked improvement in how we manage financial data tied to our projects, budgets, and resources.

One of the standout features is Kantata's seamless ability to connect financial reporting with project execution. It provides real-time visibility into project budgets, revenue forecasts, and resource allocation, which is crucial for ensuring we stay on track and within financial goals. The platform’s financial dashboards and customizable reports allow for detailed tracking and easy access to the data I need most, saving significant time during month-end close and budgeting cycles.

The integration between time tracking, billing, and resource planning has made a noticeable difference in how we manage client engagements. It reduces manual entry, minimizes errors, and improves billing accuracy—all of which support better financial decision-making and client satisfaction.

I also appreciate Kantata’s intuitive user interface. Despite the platform's powerful capabilities, it remains accessible and user-friendly. This balance makes it easier to onboard team members and ensures consistency in how financial data is managed across departments.

Overall, Kantata is a robust and reliable PSA tool that brings transparency and efficiency to financial processes in professional services. It has become an indispensable part of our toolkit at Jitasa, and I highly recommend it to any finance or operations team looking for a comprehensive solution to manage the intersection of projects and accounting. Review collected by and hosted on G2.com.

While Kantata offers a robust suite of features, one area that could use improvement is the reporting customization. As an accountant, I often need to build highly specific financial reports, and while Kantata provides a wide range of templates and metrics, the customization options can sometimes feel limited or unintuitive. Creating complex reports occasionally requires workarounds or additional manual effort outside the platform. More flexible, user-friendly reporting tools or integrations with advanced BI platforms would make the system even more powerful from a financial analysis standpoint. Review collected by and hosted on G2.com.

Kantata SX has enabled our PS team to take control of our business and give us insights we never had before. The ability to assign resources with confidence has been the single biggest improvement to our departments efficiency. In addition we appreciate the accuracy of forecasting which has improved the standing of PS within our company. Lastly, as our organization has grown through M&A, Kantanta SX allowed us to add on additional geographies, companies, and offerings with little effort. It has made the often difficult process of merging two PS organizations much easier. Review collected by and hosted on G2.com.

Turning on certain features in Kantata is not automatic and requires our team to remain close to the releases of Kantata to ensure the right features are included in our org. Review collected by and hosted on G2.com.

Kantana is simple, useful and efficent. Other project management applications are bloated with a multitude of features that encroach on the UI and ultimately slow you down as you navigate around them trying to find the features you actually want to use. Being purpose built for PS organizations allows it to be tailored towards the features and services that I want to use and matter to me and my team. Review collected by and hosted on G2.com.

Anything that I have disliked so far I've found has been part of the customization and design by my organization for a specific reason. As such I haven't found anything I dislike yet! Review collected by and hosted on G2.com.

The best part of Kantata is that even without full use of all the features, we were able to get quick business insights via the default insights report from the Deploy implementation process and develop our own custom reports to fit our business needs.

It is a great daily tool for our PS team to utilize for capacity planning, project management, time tracking, and more! Additionally, between the community, training courses, and knowledge base there are plenty of resources to be able to learn how something works or best best to utilize the features.

While I have only had one question that I used for the customer support portal for, the answer was quick and detailed making me feel confident in the team ability to answer more complex concerns or questions in the future. Review collected by and hosted on G2.com.

I would say my main wish is that it was more prompting in terms of things that need to be updated or need review. For example while we love how seamless the Salesforce integration is, it takes us remembering to check if any new projects have come over and fill out the correct details for them for set-up.

Additionally, there is a bit of a learning curve with training users on the UI, so I would recommend training early and often to provide best value upon go live but there are lots of resources to help develop and provide that training to your team. Review collected by and hosted on G2.com.

I like the level of customisation - in the types of users, types of tasks/projects, statuses, and reports. However, this does mean that you need a dedicated person or team to tailor it to your exact use case (and keep up to date with improvements).

I like the invites to conferences to hear about updates, and the emails that keep us informed about new features. The new reports are intuitive and easy to use, providing a good level of detail on key KPIs.

The knowledge base is good, and you can always get a response in 24 hours - although it can sometimes take a little time to get the issue solved. Review collected by and hosted on G2.com.

I sometimes dislike the level of granularity that all users are able to see - and the lack of ability to customise the dashboard seen on entry.

I also think that Kantata could improve storange or financial performance of projects (e.g. how much work did a project or person deliver in previous months. Review collected by and hosted on G2.com.

I like Kimble as it has excellent tracking functionality which allows you to see exactly what is going on in all projects across the business and once you've learnt the terminology of Kimble it is very simple to navigate Review collected by and hosted on G2.com.

All i can say about disliking is the way we were onboarding which is not completely Kimble's fault but is a lot of our own. I think diving deep into the onboarding would be a great idea, especially for small companies to ensure they are getting everything they need to go live Review collected by and hosted on G2.com.

Kantata has been a valuable tool that makes my job as a Resource Manager much easier. My favorite fucntionality includes Assignment Searches - which allows our team to create various views of staff schedules, firm resource demand, and resource demand by Business Unit. I've always relied deeply on Kantata to understand resource profiles and I appreciate that I can search a database of skills and match resources to assignments all in one system of record. Additionally, the reporting functionality is visually stunning and makes sharing data to stakeholders simple. Review collected by and hosted on G2.com.

As a Resource Manager, I am often working as a change agent for Kantata, ensuring the stakeholders I support are enabled to use it in a way that makes their jobs easier. The feedback I receive the most about Kantata is that it is not intuitive. It can be difficult to know which icons to click on. In addition, because Kantata has so many features it sometimes requires many clicks to complete simple workflows. I think that Project Managers have the most difficulty with Kantata because loading data can be consuming due to the several web browsers that need to be opened to complete a record. Review collected by and hosted on G2.com.

The most helpful part of Kantata Professional Services Cloud product is managing resourcing on projects and seeing all resources across all projects in the company. The utilization and capacity reports helps us manage our staff costs and optimize our greatest asset, our people.

I will say that our rep Ayca Miller is a pleasure to work with and always finding ways to provide more value to us. Review collected by and hosted on G2.com.

What I dislike about the Kantata G2 product is the lack of enough 2 way system integrations with QB Online and other systems, which creates several manual processes in our company and increases the cause of human error to financial manage project budgets with our clients. Review collected by and hosted on G2.com.

I love how easy it is to collaborate with team members on a variety of different tasks. I can easily go back and see where we left a conversation, set up recurring tasks, and integrate files from Google drive. Review collected by and hosted on G2.com.

The user interface could be slightly better. Having to hit enter twice now to track time is not as efficient. Additionally, our brand colors changed the button color to a less contrasting color. A consistent and bright button color would be more universally UX friendly. Review collected by and hosted on G2.com.

I absolutely love the Insights feature! It allows me to create personalized and friendly business dashboards with customized metrics whenever I want. Plus, I can easily share them with everyone or keep them restricted. One of the best parts is that all the numbers are almost in real-time, allowing us to see the changes immediately. Review collected by and hosted on G2.com.

While I'm very impressed with all the upgrades they have rolled out in recent years, there's still some room for improvement, particularly when it comes to managing finances and forecasting. I'm very optimistic that things will just keep getting better and better down the road. I really appreciate Kantata's commitment to constantly enhancing its features. We get new additions every month, and some have notably boosted our efficiency. I'm excited to see what's coming next! Review collected by and hosted on G2.com.